Troy Morris is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in advising registered investment companies, utilizing AI and algorithmic methods, and delivering model portfolios to intermediary platforms.

Joseph Dickerson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles at TechTarget, Cochrane Global, and Elon University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.

Jason Vallee is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked for Two Men and a Truck and has experience in various roles outside finance. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Nicholas Sangermano is a financial advisor with MassMutual Investors Services in Salem, NH, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2016. Outside of advisory services, he is licensed to provide indexed annuities and sales of life, health, disability, long-term care, fixed annuities, and equity fixed life insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, delivering collaborative annual planning engagements that utilize firm-approved software and tools.

Alexander Brewster is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Santander Bank, NA, Santander Securities, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. He also spent time at George Mason University early in his career. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advises multiple registered investment companies and fund-of-funds.

George Lefavour is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliated entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Ceara Herget is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021, and previously was employed with Equitable Advisors. Outside of advisory work, she is the owner of Sunshine Ready Rentals LLC, a short-term rental business based in Miami, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

John Purcell is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. His career also includes a year at Columbia Management Investment Advisers, LLC. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, its use of algorithmic and AI-driven strategies, and its registration as a commodity pool operator with the CFTC.

Jessica Skelton is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Fidelity in various capacities since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its roles in advising multiple registered investment companies, and its application of AI and formal governance procedures.

Michael Mclaughlin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Morgan Stanley and Independent Service Network, and has academic involvement with Saint Anselm College and the New Hampshire Institute of Politics. Outside of finance, he has worked as a retail employee at Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies in portfolio management.

Nathan Campbell is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory role, Nathan serves as a presenter for a Catholic Youth Ministry, where he gives inspirational talks to young people. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

William Donovan is the Director and Executive Services Officer at Fidelity Investments, a position he has held since 2016. In this role, he partners with corporate leaders to analyze the value of their equity compensation plans and provide insight into how these plans affect their overall financial situations. Prior to his current role, William served as a Portfolio Specialist at Fidelity Investments from 2014 to 2016 and as a Client Service Manager from 2013 to 2014. His experience centers on executive compensation, equity awards, and financial planning for corporate clients.

Patrick Rauseo is a financial advisor at Fidelity with 3 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. His prior experience includes roles at Best Buy and Saint Joseph’s College of Maine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Ian Clarke Pounder is a financial advisor with Raymond James Financial in Nashua, NH, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Raymond James Financial and its related entity since 2009. Outside of his advisory role, he serves on the finance and investment committee of Bishop Guertin High School, a nonprofit private school, where he reviews the school budget and investment programs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jared Leclair is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at All Renewable Energy Inc and Advarra Inc. Outside of financial advising, he serves as ski staff for the Watertown Recreation Department, chaperoning middle and high school students on trips to Wachusett Mountain. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm also manages model portfolios and serves as a formal advisor to multiple registered investment companies and fund-of-funds.

Mark Nichols is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked for Woodbury Financial Services, Inc. for 16 years. Nichols also operates his own CPA firm, providing accounting and tax services, and serves on the investment committee for the Pike School. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage a variety of investment portfolios.

Blake Field is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes multiple roles at the University of New Hampshire Campus Recreation and involvement with the Italian Home for Children and the Jewish Community Center of Chicago. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a variety of investment vehicles.

Matthew Pilcher is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he operated Pilcher Toys LLC, a sole proprietorship focused on buying and selling toys. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction.

Daniel Illg is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Fidelity since 2008, including seven years at Fidelity Personal and Workplace Advisors. Outside of finance, Illg is involved in dance and fitness; he serves as a music director for Kathy Blake Dance Studio and is the sole proprietor of FitFuzion LLC, a dance fitness studio. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it holds a distinctive formal advisory role to multiple registered investment companies and fund-of-funds.

Christopher Rosetti is a financial advisor with Fidelity in Merrimack, NH, holding a Series 66 designation. He joined Fidelity in 2026 and has prior experience working in education and communications roles, including positions at Marist College, Beverly Public Schools, and North Road Communications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.